Task statuses
Task types
Each task has a type that indicates who it’s for:Priority levels
- High — urgent, needs immediate attention
- Medium — important but not time-critical
- Low — standard priority
- No priority — not yet categorized
Creating a task
Tasks are created within the context of a project, deliverable, or Expert Request.1
Open the parent entity
Navigate to the project, deliverable, or Expert Request where the task belongs.
2
Go to the Tasks tab
Click the Tasks tab to see existing tasks.
3
Click "New task"
Provide a title (required). Optionally add:
- Description with more detail
- Task type (client action, internal, or delivery milestone)
- Priority level
- Due date
- Estimated hours
Assignments
Tasks can be assigned to either:- A member of your team — someone from your organization
- A Kowalah team member — your Kowalah partner or specialist
Visibility
Some tasks may be marked as internal by the Kowalah team. Internal tasks are part of their delivery process but aren’t visible to you. All client-visible tasks appear in your task lists and dashboard.Where tasks live
Tasks are always attached to one parent:
You can see all your tasks across projects from the dashboard’s action items widget, or view tasks within each project, deliverable, or Expert Request individually.
Effort tracking
Tasks optionally track effort:- Estimated hours — how long the work is expected to take
- Actual hours — how long it actually took (filled in as work progresses)
Blocker notes
When a task is marked as blocked, a notes field captures what’s preventing progress. This helps both your team and Kowalah understand and resolve blockers quickly.Projects
Create project-level tasks
Deliverables
Track deliverable tasks
Expert Requests
Track expert delivery tasks